Riverwater Partners
AAPL icon

Riverwater Partners’s Apple AAPL Stock Holding History

Riverwater Partners’s Portfolio AAPL Stock Details AAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.26M Buy
9,802
+239
+2% +$76.8K 0.91% 31
2026
Q2 		$2.77M Buy
9,563
+1,348
+16% +$386K 0.82% 42
2026
Q1 		$2.08M Buy
8,215
+765
+10% +$199K 0.7% 51
2025
Q4 		$2.03M Sell
7,450
-157
-2% -$42.1K 0.78% 37
2025
Q3 		$1.94M Buy
7,607
+2,203
+41% +$498K 0.8% 36
2025
Q2 		$1.11M Buy
5,404
+819
+18% +$165K 0.52% 64
2025
Q1 		$1.02M Buy
4,585
+1,854
+68% +$430K 0.52% 65
2024
Q4 		$684K Sell
2,731
-1,254
-31% -$296K 0.33% 78
2024
Q3 		$904K Sell
3,985
-365
-8% -$81.5K 0.45% 67
2024
Q2 		$916K Sell
4,350
-339
-7% -$63.2K 0.68% 36
2024
Q1 		$804K Sell
4,689
-111
-2% -$20.2K 0.59% 41
2023
Q4 		$924K Sell
4,800
-342
-7% -$63.1K 0.73% 32
2023
Q3 		$880K Buy
5,142
+529
+11% +$97K 0.8% 30
2023
Q2 		$895K Sell
4,613
-23
-0.5% -$4.01K 0.79% 30
2023
Q1 		$764K Sell
4,636
-45
-1% -$6.64K 0.7% 38
2022
Q4 		$608K Sell
4,681
-78
-2% -$11.1K 0.52% 59
2022
Q3 		$658K Sell
4,759
-142
-3% -$22.3K 0.66% 45
2022
Q2 		$670K Buy
4,901
+3,126
+176% +$473K 0.68% 41
2022
Q1 		$310K Sell
1,775
-3,360
-65% -$565K 0.51% 82
2021
Q4 		$912K Buy
+5,135
New +$812K 0.81% 31

Other funds holding AAPL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Riverwater Partners's AAPL Position: Q3 2026 in Review

Riverwater Partners increased its Apple (AAPL) stake by 2.5% in Q3 2026, buying an estimated $76.8K and bringing the position to 9,802 shares worth $3.26M. The position accounts for 0.91% of the portfolio, ranked #31.

Riverwater Partners first reported a position in AAPL in Q4 2021 and has held it in 20 quarters since. 4,116 funds tracked by Wall St. Rank hold AAPL as of Q3 2026.

  • Riverwater Partners held 9,802 shares of Apple worth $3.26M as of Q3 2026.
  • Riverwater Partners bought 239 Apple shares in Q3 2026, an estimated $76.8K.
  • Apple made up 0.91% of Riverwater Partners's portfolio in Q3 2026, its #31 holding.
  • Riverwater Partners first reported a position in Apple in Q4 2021 and has held it in 20 quarters since.
  • 4,116 funds tracked by Wall St. Rank held Apple as of Q3 2026.

Based on Riverwater Partners's 13F filing for Q3 2026, filed 3 Nov 2026.